See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,687 | $58,512-45.8% | $84,015-62.3% | $72,985-56.6% |
| Participation rate | 39.3% | 61.2%-21.9pp | 69.0%-29.7pp | 69.5%-30.2pp |
| Annual return | 9.44% | 28.93%-19.5pp | 71.31%-61.9pp | 81.00%-71.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,567 | $2,394-34.5% | $3,239-51.6% | $3,607-56.6% |
| Admin fee / account holder | $94,845 | $4,569+1975.9% | $6,101+1454.7% | $5,124+1750.9% |